DWM

Dynasty Wealth Management Portfolio holdings

AUM $5.87B
1-Year Est. Return 12.89%
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.7M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.55M
3
+$1.39M
4
AMZN icon
Amazon
AMZN
+$1.11M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.1M

Top Sells

1
+$819K
2
+$365K
3
+$349K
4
WIW
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
+$245K
5
GLD icon
SPDR Gold Trust
GLD
+$203K

Sector Composition

1 Healthcare 15.03%
2 Technology 8.89%
3 Financials 8.77%
4 Communication Services 6.16%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$360K 0.46%
+3,079
52
$350K 0.45%
+4,768
53
$349K 0.45%
16,200
-492
54
$345K 0.44%
6,752
+22
55
$344K 0.44%
3,444
-12
56
$337K 0.43%
+4,129
57
$336K 0.43%
+1,619
58
$336K 0.43%
+3,420
59
$331K 0.43%
+7,164
60
$330K 0.42%
3,445
61
$329K 0.42%
4,200
+180
62
$327K 0.42%
+1,341
63
$326K 0.42%
+9,196
64
$326K 0.42%
3,208
+3
65
$322K 0.41%
5,178
+240
66
$313K 0.4%
10,749
67
$313K 0.4%
+6,063
68
$312K 0.4%
+833
69
$311K 0.4%
+1,763
70
$310K 0.4%
5,200
71
$307K 0.4%
759
+84
72
$306K 0.39%
+3,235
73
$305K 0.39%
3,500
74
$304K 0.39%
+2,855
75
$304K 0.39%
13,000
1 2
3
4 5